Latest Institutional Transactions on Iron Mountain Inc (IRM)
This table provides information on the latest institutional transactions involving Iron Mountain Inc (IRM) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Feb 01, 2023
Q4 2022
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
94New |
$4.15K - $5.22K
|
94
$10.9K
|
|
Jan 31, 2023
Q4 2022
|
Everence Capital Management Inc
|
BUY
|
- |
8.67KNew |
$383K - $482K
|
8.67K
$1M
|
|
Jan 31, 2023
Q4 2022
|
Aia Group LTD
Hong Kong, K3 |
SELL
|
- |
-717- 43.35% |
$31.6K - $39.8K
|
937
$108K
|
|
Jan 31, 2023
Q4 2022
|
Bank Of The West
|
BUY
|
- |
34+ 0.3% |
$1.5K - $1.89K
|
11.4K
$1.31M
|
|
Jan 27, 2023
Q4 2022
|
Welch Group, LLC
|
BUY
|
- |
4.53KNew |
$200K - $252K
|
4.53K
$523K
|
|
Jan 27, 2023
Q4 2022
|
Concord Wealth Partners
|
BUY
|
- |
22New |
$971 - $1.22K
|
22
$2.54K
|
|
Jan 26, 2023
Q4 2022
|
Comerica Bank
|
SELL
|
- |
-473- 0.68% |
$20.9K - $26.3K
|
69.2K
$8M
|
|
Jan 25, 2023
Q4 2022
|
Boenning & Scattergood, Inc.
|
BUY
|
- |
600+ 2.7% |
$26.5K - $33.3K
|
22.8K
$2.63M
|
|
Jan 23, 2023
Q4 2022
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
2+ 1.8% |
$88.3 - $111
|
113
$13.1K
|
|
Jan 18, 2023
Q4 2022
|
Activest Wealth Management
|
BUY
|
- |
2.28K+ 570.0% |
$101K - $127K
|
2.68K
$310K
|
|
Jan 18, 2023
Q4 2022
|
Wj Interests, LLC
Sugar Land, TX |
BUY
|
- |
279New |
$12.3K - $15.5K
|
279
$32.2K
|
|
Jan 17, 2023
Q4 2022
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
27New |
$1.19K - $1.5K
|
27
$3.12K
|
|
Jan 13, 2023
Q4 2022
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-300- 23.08% |
$13.2K - $16.7K
|
1K
$116K
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
966New |
$42.6K - $53.7K
|
966
$112K
|
|
Jan 11, 2023
Q4 2022
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
20New |
$883 - $1.11K
|
20
$2.31K
|
|
Jan 11, 2023
Q4 2022
|
My Personal Cfo, LLC
|
BUY
|
- |
44New |
$1.94K - $2.44K
|
44
$5.08K
|
|
Jan 09, 2023
Q4 2022
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-44- 5.65% |
$1.94K - $2.44K
|
735
$84.9K
|
|
Q3 2022 | |||||||
Nov 21, 2022
Q3 2022
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
45New |
$1.96K - $2.54K
|
45
$5.2K
|
|
Nov 14, 2022
Q3 2022
|
Advisor Shares Investments LLC
Bethesda, MD |
BUY
|
- |
3.93K+ 25.83% |
$171K - $222K
|
19.1K
$2.21M
|
|
Nov 14, 2022
Q3 2022
|
Nicholas Investment Partners, LP
Rancho Santa Fe, CA |
BUY
|
- |
6.86K+ 43.33% |
$299K - $388K
|
22.7K
$2.62M
|
|
Nov 14, 2022
Q3 2022
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-500Closed |
$21.8K - $28.3K
|
0
$0
|
|
Nov 14, 2022
Q3 2022
|
Chiron Investment Management, LLC
New York, NY |
BUY
|
- |
11.9KNew |
$519K - $673K
|
11.9K
$1.38M
|
|
Nov 14, 2022
Q3 2022
|
Corient Capital Partners, LLC
Newport Beach, CA |
BUY
|
- |
4.5KNew |
$196K - $255K
|
4.5K
$520K
|
|
Nov 14, 2022
Q3 2022
|
Axiom Investment Management LLC
New York, NY |
BUY
|
- |
300New |
$13.1K - $17K
|
300
$34.7K
|
|
Nov 14, 2022
Q3 2022
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-7.09K- 15.85% |
$309K - $401K
|
37.7K
$4.35M
|
|
Nov 14, 2022
Q3 2022
|
Virtus Fund Advisers, LLC
Hartford, CT |
SELL
|
- |
-673Closed |
$29.3K - $38.1K
|
0
$0
|
|
Nov 14, 2022
Q3 2022
|
Alpha Crest Capital Management LLC
New York, NY |
BUY
|
- |
28.5K+ 134.04% |
$1.24M - $1.61M
|
49.7K
$5.75M
|
|
Nov 14, 2022
Q3 2022
|
Bluefin Capital Management, LLC
New York, NY |
BUY
|
- |
4.8KNew |
$209K - $271K
|
4.8K
$554K
|
|
Nov 14, 2022
Q3 2022
|
Covington Capital Management
|
BUY
|
- |
100+ 43.48% |
$4.36K - $5.65K
|
330
$38.1K
|
|
Nov 14, 2022
Q3 2022
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
92New |
$4.01K - $5.2K
|
92
$10.6K
|
|
Nov 10, 2022
Q3 2022
|
Agf Investments Inc.
Toronto, A6 |
BUY
|
- |
867K+ 2454.26% |
$37.8M - $49M
|
902K
$104M
|
|
Nov 09, 2022
Q3 2022
|
Westside Investment Management, Inc.
|
SELL
|
- |
-26- 9.42% |
$1.13K - $1.47K
|
250
$28.9K
|
|
Nov 09, 2022
Q3 2022
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
144New |
$6.28K - $8.14K
|
144
$16.6K
|
|
Nov 08, 2022
Q3 2022
|
Brr Op Co, LLC
|
BUY
|
- |
21.1KNew |
$920K - $1.19M
|
21.1K
$2.44M
|
|
Nov 07, 2022
Q3 2022
|
Atlantic Private Wealth, LLC
|
BUY
|
- |
10.9KNew |
$473K - $614K
|
10.9K
$1.25M
|
|
Nov 04, 2022
Q3 2022
|
Foresight Wealth Management, LLC
|
BUY
|
- |
1.56K+ 5.79% |
$67.8K - $87.9K
|
28.4K
$3.28M
|
|
Nov 02, 2022
Q3 2022
|
Hudock, Inc.
|
BUY
|
- |
1+ 1.01% |
$43.6 - $56.5
|
100
$11.6K
|
|
Nov 02, 2022
Q3 2022
|
Dowling & Yahnke LLC
San Diego, CA |
SELL
|
- |
-981- 10.55% |
$42.8K - $55.5K
|
8.32K
$961K
|
|
Oct 31, 2022
Q3 2022
|
Mufg Americas Holdings Corp
|
BUY
|
- |
150New |
$6.54K - $8.48K
|
150
$17.3K
|
|
Oct 28, 2022
Q3 2022
|
Community Bank, N.A.
|
BUY
|
- |
14New |
$610 - $792
|
14
$1.62K
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
941New |
$41K - $53.2K
|
941
$109K
|
|
Oct 25, 2022
Q3 2022
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
500New |
$21.8K - $28.3K
|
500
$57.8K
|
|
Oct 21, 2022
Q3 2022
|
All Season Financial Advisors, Inc.
|
BUY
|
- |
289+ 4.17% |
$12.6K - $16.3K
|
7.22K
$834K
|
|
Oct 21, 2022
Q3 2022
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-1.14K- 23.3% |
$49.6K - $64.3K
|
3.75K
$433K
|
|
Oct 19, 2022
Q3 2022
|
Roosevelt Investment Group LLC
|
BUY
|
- |
160+ 1.09% |
$6.97K - $9.05K
|
14.8K
$1.71M
|
|
Oct 14, 2022
Q3 2022
|
Redpoint Investment Management Pty LTD
|
SELL
|
- |
-1.86K- 26.73% |
$80.9K - $105K
|
5.09K
$587K
|
|
Q2 2022 | |||||||
Dec 08, 2022
Q2 2022
|
Amj Financial Wealth Management
Leesburg, VA |
SELL
|
- |
-4.78K- 50.37% |
$220K - $276K
|
4.71K
$544K
|
|
Nov 14, 2022
Q2 2022
|
Brewin Dolphin Wealth Management LTD
Conskleagh, Dublin, L2 |
BUY
|
- |
325New |
$15K - $18.8K
|
325
$37.5K
|
|
Sep 12, 2022
Q2 2022
|
Hussman Strategic Advisors, Inc.
Ellicott City, MD |
SELL
|
- |
-46KClosed |
$2.12M - $2.66M
|
0
$0
|
|
Aug 16, 2022
Q2 2022
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-572Closed |
$26.4K - $33K
|
0
$0
|